Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-766
Closed -$30K 803
2025
Q1
$30K Sell
766
-760
-50% -$29.8K 0.01% 433
2024
Q4
$52K Buy
1,526
+1
+0.1% +$34 0.02% 359
2024
Q3
$63K Buy
1,525
+1
+0.1% +$41 0.03% 327
2024
Q2
$58K Buy
1,524
+1
+0.1% +$38 0.03% 318
2024
Q1
$65K Buy
1,523
+1
+0.1% +$43 0.04% 297
2023
Q4
$56K Buy
1,522
+1
+0.1% +$37 0.04% 290
2023
Q3
$56K Buy
1,521
+100
+7% +$3.68K 0.04% 282
2023
Q2
$51K Buy
1,421
+111
+8% +$3.98K 0.04% 295
2023
Q1
$46K Buy
1,310
+650
+98% +$22.8K 0.04% 289
2022
Q4
$23K Sell
660
-520
-44% -$18.1K 0.02% 364
2022
Q3
$34K Hold
1,180
0.03% 304
2022
Q2
$64K Hold
1,180
0.06% 244
2022
Q1
$64K Buy
+1,180
New +$64K 0.05% 253